We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.
Our advisors have the time and freedom necessary to serve their clients and our custodial partners give us the resources to protect our client’s financial assets. The end result? Independent advice, personalized attention, and the security and support that come with having an account at a major financial firm.
POSTS BY THE AUTHOR
Kingsview CIO Scott Martin discusses what happens to stocks after they go through a mammoth “short squeeze” and the likelihood of longevity. He gives thoughts on which companies are reinventing themselves, and what that means for ownership for individual investors.
SVP and Portfolio Manager Paul Nolte reviews how the financial markets did in 2020 and what to expect in 2021. He addresses the implications of the Georgia elections, the potential for higher taxes, and what a return to work might mean for tech stocks. Also under discussion: how complications or delays with the vaccine processes might influence the market, and what will be required for IRA distributions in 2021.
Chief Investment Officer Scott Martin discusses the uncertainty of taxes, regulation and spending. He addresses the good news about a weak dollar and how the global nature of the S&P 500 means overseas transactions receive the currency benefit of the conversion as dollars are repatriated.
Chief Investment Officer Scott Martin discusses stocks in the New Year.
Chief Investment Officer Scott Martin discusses the concept of socialism.
Chief Investment Officer Scott Martin discusses the bull market and what lies ahead as the economy reopens.